Simplify Interest Rate HedgePFIXETF
13F holders, Q4 2025 (December 31)43holders −7
10new positions
16sold out
1famous investor
$47.93avg. 13F price*
At the end of Q4 2025, 43 institutions reported holding Simplify Interest Rate Hedge (PFIX) in their 13F filings, down 7 from Q3 2025. 10 opened new positions and 16 sold out. The largest holders were Trek Financial, LLC ($12.0M), Commonwealth Equity Services, LLC ($9.3M) and Jane Street Group, LLC ($7.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Interest Rate Hedge
- CUSIP
- 82889N855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $16.7M |
| Exits | 16 | $19.7M |
All 13F filers, Q3 2025 → Q4 2025: 534,583 shares bought and 522,911 shares sold, net +11,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Trek Financial, LLC | 0.69% | New | 250,083 | $12.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +189.8% | 193,913 | $9.3M |
| Jane Street Group, LLC | 0.01% | Add +14.9% | 151,777 | $7.3M |
| Drum Hill Capital, LLC | 5.83% | Add +1.7% | 114,046 | $5.5M |
| Holcombe Financial, Inc. | 2.80% | Add +8.6% | 93,145 | $4.5M |
| LPL Financial LLC | 0.00% | Add +18.9% | 48,526 | $2.3M |
| Hilltop Holdings Inc. | 0.12% | New | 42,295 | $2.0M |
| HighTower Advisors, LLC | 0.00% | New | 23,140 | $1.1M |
| Urban Wealth Management, LLC | 1.02% | — | 22,839 | $1.1M |
| Citadel Advisors | 0.00% | Add +106.1% | 20,361 | $976K |
| Professional Financial Advisors, LLC | 0.18% | Add +7.6% | 18,721 | $897K |
| FSA Investment Group, LLC | 0.47% | Add +1.0% | 16,030 | $768K |
| Quadrature Capital Ltd | 0.01% | New | 13,514 | $648K |
| MML Investors Services, LLC | 0.00% | Add +38.4% | 11,900 | $570K |
| Savvy Advisors, Inc. | 0.02% | New | 11,192 | $536K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -88.2% | 9,976 | $478K |
| Anchor Investment Management, LLC | 0.04% | Add +81.8% | 9,225 | $442K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.6% | 8,787 | $421K |
| Global Endowment Management, LP | 0.05% | No change | 8,000 | $383K |
| Cetera Investment Advisers | 0.00% | Reduce -75.1% | 7,285 | $349K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,310 | $302K |
| Cambridge Advisors Inc. | 0.06% | Add +2.5% | 6,118 | $293K |
| Comprehensive Money Management Services LLC | 0.17% | Add +18.8% | 5,065 | $243K |
| Luminist Capital LLC | 0.21% | Add +26.1% | 3,607 | $173K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.7% | 3,349 | $161K |
| Bank of Montreal | 0.00% | Add +168.7% | 1,048 | $50K |
| Colonial Trust Co / SC | 0.01% | New | 1,000 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.8% | 961 | $46K |
| Archer Investment Corp | 0.01% | No change | 802 | $38K |
| Copia Wealth Management | 0.03% | No change | 745 | $36K |
| Harbor Investment Advisory, LLC | 0.00% | New | 600 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -92.8% | 597 | $29K |
| US Bancorp \de | 0.00% | Add +275.9% | 545 | $26K |
| Triumph Capital Management | 0.00% | New | 342 | $16K |
| Tucker Asset Management LLC | 0.00% | New | 316 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 80 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.0% | 58 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 24 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 9 | $431 |
| MAI Capital Management | 0.00% | No change | 6 | $288 |
| Morgan Stanley | 0.00% | Reduce -98.0% | 3 | $157 |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $89 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $48 |
"% of holder's portfolio" is PFIX's weight in each manager's 13F, not the share of Simplify Interest Rate Hedge the manager owns.